No-Cost Review

The following is provided without charge or obligation at your review:

TAX INFORMATION FOR SENIORS *American Wealth Management, Inc. does not give tax advice.
Are taxes and inflation eroding your retirement income?

  • New Minimum distribution information
  • Utlizing stretch IRA benefits (if applicable)
  • How to stop taxing Social Security benefits

LONG TERM CARE ISSUES *American Wealth Management, Inc. does not sale insurance.
Self-funding, Insurance, Medicare...what are your choices?

  • Guide to long term health care
  • Viable options and alternative comparisons

PERSONALIZED REPORTS
Is your portfolio under-achieving?  Is your annuity outdated?  Would you like more income?

  1. Current values and returns
  2. Contract/ management fees and expenses
  3. Surrender costs and schedule
  4. Withdrawl Provisions
  5. Company ratings

ESTATE PLANNING OR TRUST FUNDING
Are your benficiaries established correctly?  Is ownership set up properly? Should you have all your assets in a trust?  Do you have long term healthcare, Do you have enough insurance for Estate Purposes? What you should know about handling your estate issues.

INVESTMENT PERFORMANCE AND PROPER ALLOCATION
Poor performance?  Is it the vehicle or the allocation?  Are you in the right IRA?  Are you tired of fighting the market?  Would you like more income each month?

PORTFOLIO REVIEW
A second opinion may prove every valuable to you.
Jason L. Seale will review your current situation and discuss your most important questions and concerns that you might not only have now, but in the future.